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A new wealth management firm launched this week, Rosecut, aimed at the middle market investor. That’s the investor who isn’t big enough for full ‘white glove’ private banking services but a bit too big and in need of more care than the retail investor. Read our interview with Qiaojia Li, Rosecut co-founder and CEO.

All matters green have also taken our attention this week, with Philippa Aylmer considering the new ESG initiatives taken by two companies, leading active player, the Man Group, and the independent depositary and fund oversight business, Indos Group.     

We also have an interview with Alpha FMC’s Kevin O’Shaughnessy whose survey reveals that those that are more digitally mature tend to perform four times better.

Finally, news has just come through of a big acquisition in the wealth management platform software industry with FNZ buying JHC. 

Happy reading,

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Beverly Chandler
Managing Editor, Wealth Adviser

Companies in this issue
Alpha FMC
HSBC Global Asset Management
INDOS Financial
Lombard Odier
Man Group
J Safra Sarasin Group

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